Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,051 | $97,765+382.8% | $103,486+356.2% | $145,884+223.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 21.72% | 25.44%-3.7pp | 23.93%-2.2pp | 551.85%-530.1pp |
| Employer contribution / active EE | $3,321 | $4,687-29.1% | $4,679-29.0% | $4,662-28.8% |
| Participant deferral / active EE | $6,817 | $6,606+3.2% | $6,628+2.9% | $6,690+1.9% |
| Admin fee / account holder | $101,538 | $12,505+712.0% | $9,354+985.5% | $13,392+658.2% |